Roney & Company specialize's in the areas of wealth accumulation and estate planning for high-net worth families and closely-held corporations. Since 1971, the team at Roney & Company has been providing quality services in the areas of estate planning, premium financing, life settlements, retirement planning, business planning, tax planning, insurance and charitable giving. Roney & Company is dedicated to ensuring that their clients receive the top service that they deserve. Their saying, “You earned it. We help you keep it.” couldn’t be more true to their values and beliefs in helping each and every client achieve their financial goals.
View Top Employees from Roney & CompanyWebsite | http://www.michaelroney.com |
Revenue | $436000 |
Employees | 3 (3 on RocketReach) |
Founded | 1971 |
Address | 70 South Lake Avenue Suite 950, Pasadena, California 91101, US |
Phone | (626) 795-9590 |
Fax | (626) 795-1582 |
Technologies | |
Industry | Insurance, Investment Banking, Estate Planning, Finance, Tax-Free Planning, Retirement Planning, Charitable Planning, Life Insurance Review, Personal & Business Insurance, Business Succession Planning, Life Settlements, Long Term Care, Disability Insurance, College Planning, Premium Financing |
SIC | SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
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The Roney & Company annual revenue was $436000 in 2024.
3 people are employed at Roney & Company.
Roney & Company is based in Pasadena, California.
The NAICS codes for Roney & Company are [523, 52].
The SIC codes for Roney & Company are [62].